The Week Ahead | 09/07/2021
Labor Day, Marketrs are closed on Monday September 6th, 2021. Observed the first Monday in September, Labor Day is an annual celebration of the social and economic achievements of American workers.…
Royal Caribbean Group (RCL)
Few industries have been hit harder by SARS-Covid-2 than the cruise industry. Anyone who has taken a cruise knows the boats are huge, and they pack a huge number of…
Roll the Hedge (SPY)
For the past number of months, we have been nervous bulls. With a bullish underbelly, we have discussed several bullish ideas in the value stock arena. But to hedge ourselves,…
Robinhood Markets (HOOD)
Robin Hood, the new-fangled electronic broker that is all the rage with Millenials and Gen Zers, is continuously in the news. This article is for paid members - please login…
The Dollar. What’s Next? (UUP)
Everyone has an opinion on the dollar. The loudest voice always suggests the dollar will crash. We have heard this opinion expressed by the gold bugs continuously since 1971 when…
Peloton Reports Earnings and Disappoints (PTON) or Harry Crumb Rides a Bike
Peleton is/was the ultimate lockdown stock. Peleton brought their stationary entertainment bike to market at just the right time. People were reluctant to leave their homes, had spare time because…
The Week Ahead | 08/30/2021
Next week: Powell’s Jackson Hole speech has raised the importance of the job market data, which is seen as the key factor in the Fed’s taper timing decision. Payroll growth…
Homes Are Getting Expensive; Are Homebuilders?
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Rational Exuberance?
On December 5th, 1996, Alan Greenspan, as he accepted the American Enterprise Institute’s Francis Boyer Award said “…how do we know when irrational exuberance has unduly escalated asset values, which…
The US Consumer is Bolstering the Global Economy…Just Not Ours.
The S&P 500 closed today at 4,486.23, an all-time high, in round numbers a ~90% return off the pandemic lows. The Nasdaq Composite close of 15,019.80 was also an all-time…